JNBA Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.7K | Buy |
2,363
+1,735
| +276% | +$62.2K | 0.01% | 240 |
|
2025
Q1 | $20.7K | Sell |
628
-98
| -13% | -$3.23K | ﹤0.01% | 377 |
|
2024
Q4 | $25.1K | Hold |
726
| – | – | ﹤0.01% | 359 |
|
2024
Q3 | $24.9K | Hold |
726
| – | – | ﹤0.01% | 370 |
|
2024
Q2 | $23.4K | Hold |
726
| – | – | ﹤0.01% | 367 |
|
2024
Q1 | $23.2K | Hold |
726
| – | – | ﹤0.01% | 377 |
|
2023
Q4 | $21.2K | Sell |
726
-37
| -5% | -$1.08K | ﹤0.01% | 384 |
|
2023
Q3 | $20K | Sell |
763
-96
| -11% | -$2.52K | ﹤0.01% | 385 |
|
2023
Q2 | $23.3K | Hold |
859
| – | – | ﹤0.01% | 372 |
|
2023
Q1 | $21.9K | Hold |
859
| – | – | ﹤0.01% | 381 |
|
2022
Q4 | $20.9K | Hold |
859
| – | – | ﹤0.01% | 366 |
|
2022
Q3 | $19K | Hold |
859
| – | – | ﹤0.01% | 379 |
|
2022
Q2 | $20K | Hold |
859
| – | – | ﹤0.01% | 389 |
|
2022
Q1 | $24K | Hold |
859
| – | – | ﹤0.01% | 374 |
|
2021
Q4 | $25K | Hold |
859
| – | – | ﹤0.01% | 384 |
|
2021
Q3 | $23K | Hold |
859
| – | – | ﹤0.01% | 393 |
|
2021
Q2 | $23K | Buy |
+859
| New | +$23K | ﹤0.01% | 379 |
|